Finding 401k Rollover Leads

For advisors and clients, consolidating retirement plans into a single account can be an important step in developing and executing a wealth management strategy.  Not only do former employees get the advantage of potentially lower fees in an IRA, there are often more investment options.  And importantly there can be great value in providing a…

self insured health plan identification

How to Identify Self Insured Employee Benefit Plans

Identifying fully insured and self insured employee benefit plans can represent quite an opportunity for employee benefit brokers.  Fully insured plans obviously represent very high commission opportunities for brokers, but can conversely also represent very interesting prospective targets to convert to self-insurance.  Hunting for fully insured plans should be a component of every health plan…